Irwin Stein

Lisa Shidler

We are playing by new more discerning rules which will take exception to decades of convention with which we have become accustom. This seismic shift from transactions to fee for service establishes professional standing in advisory services, exponentially enhances the value we add as advisors and streamlines cost without cutting into the advisors compensation, all in the best interest of the investing public. These are good things and as LPL's Bernie Clark observes, if brokers leave the business because of it, then maybe they should.
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Cornered by custodial edicts, CONCERT exits RIA business in deal with Arkansas-based white knight

CONCERT Wealth Management

Sowell Management Services

Felipe Luna

Outsourced investments are one of the fastest-growing categories in the financial advisory world. Perched between
the asset custodian and the financial advisor, these (mostly) turnkey asset management programs can handle all or a 
portion of their investing, technology and fiduciary duties.

Advocates of using these TAMPs point to how it's better for the advisor because it frees up more time to spend with clients and prospects. It's also better for clients because the duties are being handled by specialized professionals who benefit from economies of scale.

Skeptics say that it adds a layer of cost and takes away an element of control from the advisors in executing according to a client's financial plan.

TAMPs

Bill Sowell's first order of business is to keep the advisor crew on board, using as one sop the familiarity of CONCERT's proprietary CRM

Cornered by custodial edicts, CONCERT exits RIA business in deal with Arkansas-based white knight

Stephen Winks

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Cornered by custodial edicts, CONCERT exits RIA business in deal with Arkansas-based white knight

Stephen Winks

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